CIK: 0001007295
申告総資産額
$73.8億
上位200銘柄を表示中（全403銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 株式-IT | 5.54% | -0.99% | -1.74% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.51% | -0.32% | -11.79% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.04% | +0.25% | +35.39% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.72% | -0.47% | -8.48% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.15% | -0.18% | -2.22% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.54% | -0.03% | +0.80% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.38% | -0.10% | -4.08% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.30% | +0.55% | +3.88% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 2.76% | -0.20% | -2.63% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.36% | -0.05% | -2.47% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.28% | +0.25% | +3.24% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.24% | -0.18% | +30.09% | |
| 13 | UNP | Union Pacific CORP | 株式-資本財 | 2.05% | -0.10% | +4.40% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.03% | -0.06% | -5.68% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.02% | +0.24% | +2.28% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.82% | -0.16% | -2.37% | |
| 17 | PANW | Palo Alto Networks INC | 株式-IT | 1.58% | -0.15% | -1.88% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.54% | -0.11% | +1.05% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.53% | -0.12% | -6.07% | |
| 20 | SPGI | S&p Global INC | 株式-金融 | 1.46% | -0.09% | +10.50% | |
| 21 | ODFL | Old Dominion Freight Line | 株式-資本財 | 1.38% | +0.32% | +0.57% | |
| 22 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.37% | — | +6.09% | |
| 23 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.22% | -0.17% | -0.77% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.22% | -0.08% | -18.56% | |
| 25 | LAD | Lithia Motors INC | 株式-一般消費財 | 1.20% | -0.24% | +8.04% | |
| 26 | PGR | Progressive CORP | 株式-金融 | 1.15% | -0.10% | -0.43% | |
| 27 | CASY | Casey's General Stores INC | 株式-一般消費財 | 1.11% | +0.43% | -9.20% | |
| 28 | BLK | Blackrock INC | 株式-金融 | 1.08% | -0.07% | -7.78% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.04% | -0.11% | -0.55% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.03% | -0.08% | -1.33% | |
| 31 | NOW | Servicenow INC | 株式-IT | 0.82% | -0.05% | +459.45% | |
| 32 | ICE | Intercontinental Exchange In | 株式-金融 | 0.81% | — | +3.76% | |
| 33 | KLAC | Kla CORP | 株式-IT | 0.77% | — | -2.43% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.77% | +0.18% | +14.53% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.77% | -0.07% | -0.14% | |
| 36 | CSL | Carlisle Cos INC | 株式-資本財 | 0.73% | +0.14% | +21.38% | |
| 37 | URI | United Rentals INC | 株式-資本財 | 0.71% | — | +1.98% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.71% | — | -2.00% | |
| 39 | CDNS | Cadence Design Sys INC | 株式-IT | 0.69% | -0.04% | +0.28% | |
| 40 | SYK | Stryker CORP | 株式-ヘルスケア | 0.65% | — | +16.02% | |
| 41 | CTAS | Cintas CORP | 株式-資本財 | 0.63% | -0.02% | -1.76% | |
| 42 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.62% | -0.13% | +0.11% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.60% | — | +1.19% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.54% | -0.20% | -13.01% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | -2.45% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.54% | — | -46.59% | |
| 47 | BWXT | Bwx Technologies INC | 株式-資本財 | 0.51% | -0.38% | -18.70% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | +0.11% | -4.30% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | -3.78% | |
| 50 | CPRT | Copart INC | 株式-資本財 | 0.45% | +0.12% | +30.45% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +1.3% | +35.39% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -11.79% | 減少 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.5% | +30.09% | 増加 |
| 4 | ISRG | Intuitive Surgical INC | +0.2% | -0.77% | 減少 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.2% | +3.88% | 増加 |
| 6 | SPGI | S&p Global INC | +0.2% | +10.50% | 増加 |
| 7 | LLY | Eli Lilly & Co | +0.2% | +106.91% | 増加 |
| 8 | TMO | Thermo Fisher Scientific INC | +0.2% | -0.55% | 減少 |
| 9 | ODFL | Old Dominion Freight Line | +0.1% | +0.57% | 増加 |
| 10 | LAD | Lithia Motors INC | +0.1% | +8.04% | 増加 |
| 11 | CSL | Carlisle Cos INC | +0.1% | +21.38% | 増加 |
| 12 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +14.53% | 増加 |
| 13 | AMZN | Amazon.com INC | +0.1% | -2.22% | 減少 |
| 14 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +41.96% | 増加 |
| 15 | WFC | Wells Fargo & Co | +0.1% | -0.14% | 減少 |
| 16 | KLAC | Kla CORP | +0.1% | -2.43% | 減少 |
| 17 | SYK | Stryker CORP | +0.1% | +16.02% | 増加 |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.28% | 増加 |
| 19 | ULTA | Ulta Beauty INC | +0.1% | +0.11% | 増加 |
| 20 | COST | Costco Wholesale CORP | -0.1% | -4.30% | 減少 |
| 21 | ING | Ing Groep N.v.-sponsored Adr | -0.1% | -44.80% | 減少 |
| 22 | NOW | Servicenow INC | -0.1% | +459.45% | 増加 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.47% | 減少 |
| 24 | CDNS | Cadence Design Sys INC | -0.1% | +0.28% | 増加 |
| 25 | EOG | Eog Resources INC | -0.1% | -8.49% | 減少 |
| 26 | BAH | Booz Allen Hamilton Holdings | -0.1% | -24.48% | 減少 |
| 27 | CTAS | Cintas CORP | -0.1% | -1.76% | 減少 |
| 28 | MA | Mastercard INC - A | -0.1% | -2.63% | 減少 |
| 29 | AZO | Autozone INC | -0.1% | +1.09% | 増加 |
| 30 | ADBE | Adobe INC | -0.1% | -13.01% | 減少 |
| 31 | JPM | Jpmorgan Chase & Co | -0.1% | -5.68% | 減少 |
| 32 | HD | Home Depot INC | -0.1% | -3.78% | 減少 |
| 33 | PGR | Progressive CORP | -0.1% | -0.43% | 減少 |
| 34 | URI | United Rentals INC | -0.1% | +1.98% | 増加 |
| 35 | FND | Floor & Decor Holdings Inc-a | -0.1% | -17.64% | 減少 |
| 36 | CASY | Casey's General Stores INC | -0.2% | -9.20% | 減少 |
| 37 | AAPL | Apple INC | -0.2% | -8.48% | 減少 |
| 38 | BWXT | Bwx Technologies INC | -0.2% | -18.70% | 減少 |
| 39 | POOL | Pool CORP | -0.2% | -40.97% | 減少 |
| 40 | UNH | Unitedhealth Group INC | -0.2% | -34.76% | 減少 |
| 41 | META | Meta Platforms Inc-class A | -0.2% | +1.05% | 増加 |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | -4.08% | 減少 |
| 43 | ZTS | Zoetis INC | -0.2% | -33.60% | 減少 |
| 44 | PANW | Palo Alto Networks INC | -0.2% | -1.88% | 減少 |
| 45 | BLK | Blackrock INC | -0.2% | -7.78% | 減少 |
| 46 | USB | US Bancorp | -0.4% | -46.59% | 減少 |
| 47 | MSFT | Microsoft CORP | -0.6% | -1.74% | 減少 |
| 48 | ✓ | Guild Hldgs Co | — | EXIT | 全売却 |
| 49 | SMMD | Ishares Russell 2500 ETF | — | NEW | 新規購入 |
| 50 | MSCI | Msci INC | — | NEW | 新規購入 |